Customer Service Officer (Client Operations) at Helderberg Personnel

Key Duties and Responsibilities include:

• Deliver on Service standards as per established Service Model for the function
• Ensure adherence processes and address/raise issues that need attention
• Work proactively with other business functions and stakeholders
• Ensure fees in relation to the functions responsibilities are posted for services rendered in a timely manner and in line with processes
• Undertake and participate in relevant management of departmental meetings
• Periodically review work being undertaken to check for adherence to policy and procedures, check quality of work
• Ensure complaints, errors and omissions are dealt with as per company policy
• Daily monitoring of progress of assigned cases
• Dealing with assigned outstanding cases and follow up
• Ensuring relevant record keeping on systems used for processing or managing work are maintained and up to date across the function
• To assist and undertake case work as required in the function
• Contribute to staff training programmes
• You will take part and actively contribute to the weekly Team Meetings
• Please be advised that the Team Leader will be responsible for allocating workloads, with the support from the Senior Officer
• From time to time you may be required to perform other reasonable tasks within the scope of your role to support the business.

Requirements Include: 

• Experience within the Financial Services Industry
• Keen interest in Trust or have strong transferrable skills
• A relevant professional qualification or a willingness to study towards one